You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— Ever wonder what it takes to achieve true time freedom and happiness? Join us as we uncover the secrets of mindset coach Tom Fortes-Mayer, who has mastered the art of balancing professional success with personal fulfillment. Tom reveals his transformative journey from working tirelessly to selectively engaging with high-impact clients, which has freed him to write, create, and spend precious moments with his children. He emphasizes that true joy comes from within, not from external accomplishments—a lesson that can fundamentally change how we perceive success. Imagine life as a chess game where each move shapes your path to success and fulfillment. We explore this metaphor to discuss the importance of facing challenges and the concept of working smarter, not harder. Through compelling stories and practical insights, we illustrate how prioritizing relationships and self-care can lead to a richer, more balanced life. This isn't just about avoiding burnout; it's about making conscious choices that ensure neither your career nor your happiness is sacrificed. In our final segments, we dive deep into the power of personal development and healing. Tom shares how addressing unresolved emotional baggage can clear mental clutter and boost overall well-being. We discuss how arrogance often hides insecurity and how recognizing these traits can help build a positive culture around you. By mastering your inner game and focusing on personal growth, you not only enhance your professional success but also cultivate a more fulfilling, balanced life. Don't miss this profound conversation on transforming both your inner and outer worlds for true, lasting success.

The Academy Want to become a DIY investor too

Getting Your Time Back with Tom Fortes-Mayer DWI-EP284

The Academy Discover Your Options as an Investor

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Unlock the secrets of successful practice finance in the dental industry with insights from Jawad Anjum, the CEO and founder of Stanford Finance, who also owns several dental practices. In this episode, we explore the shifting market trends of 2023 and 2024, where a new preference for opening practices is emerging over acquiring existing ones. Jawad provides an in-depth analysis of the benefits and drawbacks of each route, including initial costs and potential profitability, while stressing the importance of aligning financial decisions with personal goals and preferences. Additionally, we debunk the myths surrounding direct finance versus using brokers for income protection and practice finance. Learn how brokers can often negotiate better deals due to their established relationships with lenders and understand the nuanced advantages of independent brokers versus in-house finance brokers. We also highlight the necessity of choosing a broker you trust to prioritize your interests. Finally, we emphasize the significance of maintaining an accessible online presence to ensure smooth customer interactions. Don't miss this episode packed with valuable advice for making informed financial choices in the dental industry.

Is Now The Time For Practice Finance? with Jawad Anjum DWI-EP283

The Academy Want to shortcut your investment education by years

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— Unlock the secrets to a secure and fulfilling retirement by tuning into our enlightening episode on financial freedom and retirement planning. We promise you'll gain invaluable insights into cash flow planning, understanding liquid assets, and building a detailed balance sheet, all illustrated through a compelling case study of Adam and Aisha, a dental practice owner and her husband. With my co-host, Anick Sharma, a seasoned financial planner, we explore the emotional transformation that comes with realizing financial freedom, offering you actionable strategies to map out your path to a worry-free retirement. Ever wondered how to navigate the intricate process of selling a dental practice while securing your financial future? Anick and I delve into the critical aspects of this journey, emphasizing the power of setting clear financial targets and leveraging cash flow models to make informed decisions. From mitigating business risks by transitioning value to personal assets to adjusting your financial plan in response to unexpected changes, we provide a comprehensive roadmap to ensure you maintain your desired lifestyle, even in unpredictable times. Lastly, we challenge the traditional retirement timeline, advocating for early retirement planning to enjoy life's pleasures while you're still physically able. Discover how conservative investment assumptions and a holistic financial perspective can help you achieve financial freedom without depending solely on business or property assets. Anick shares his experiences with clients who reached financial independence through pensions and ISAs, shedding light on the FIRE movement and the unique opportunities for dentists to boost their income. Get ready for a thought-provoking discussion that will inspire you to rethink retirement and take charge of your financial destiny!

Anick Sharma Want to know if you are already retired

How A Dentist Can Retire Early with Anick Sharma DWI-EP282

Anick Sharma Want to know if you are already retired?

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— Can you imagine savoring the present moment while still pushing forward in your career? Property investment expert Dr. Jassy Sidhu, who has achieved remarkable milestones by the age of 37, joins us to share his innovative approach to balancing work and leisure through mini-retirements. He emphasizes the importance of valuing health over wealth, drawing inspiration from the perspectives of Jimmy Carr and Stephen Barnett. This episode is packed with wisdom on how to enjoy life now while building towards financial freedom, demonstrating that it's a continuum rather than a final destination. We also discuss Jassy's bold shift from residential to commercial property investments, highlighting the benefits of pursuing larger deals that bring higher returns with similar effort. Jassy takes us through his current project of converting a pub into a 17-bedroom HMO and shares key lessons from a missed opportunity with a 23-bedroom HMO. We break down essential metrics for evaluating bigger deals and the strategy of pulling out initial investments to keep funds circulating, ensuring continuous growth in the property market. In the final segment, we delve into the power of learning from mistakes and the inspiration drawn from the systemization of McDonald's kitchen layout as seen in "The Founder." Practical tips such as using checklists to manage busy schedules and maximizing space efficiency in real estate development are discussed. Personal anecdotes from both hosts and Jassy underscore the importance of sharing knowledge and motivating others on their journeys. Connect with Jassy on Instagram for more exclusive property investment insights and take the first step towards your financial freedom.

The Academy understand how to invest as a dentist

Financial Freedom Via The Property Game with Dr Jassy Sidhu DWI-EP281

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— Can risk-taking truly transform your professional and personal life? Discover how Arun Sachdev, a specialist accountant for dentists, leveraged calculated risks to propel his business to new heights. In this episode, Arun takes us through the inspiring journey of his family's firm, Sachdev's Chartered Accountants, tracing its evolution from local VAT returns to a niche in dental accounting. Hear about the pivotal moments and strategic moves, including their serendipitous presence next to Dr. Bob Khanna at the Dentistry Show, which significantly boosted their client base. Arun shares the trials and tribulations of managing a dilapidated building lease, a saga filled with legal battles, financial stress, and even abusive letters. The story takes a dramatic turn at a client event in Dubai, where a candid conversation with his biggest client sparked a decisive action. With the support of his father-in-law's construction skills, Arun transformed the run-down property into a state-of-the-art accountancy practice, complete with a barbershop and residential flats. It's a compelling narrative about the rewards of perseverance and the courage to push beyond conventional business practices. Finally, we explore the delicate balance between risk, opportunity, and sound financial planning. Arun offers invaluable insights into aligning business decisions with broader life goals, using real-life examples to underscore the importance of honest self-assessment. From advising clients on tax-saving strategies to cautioning associates about the realities of becoming principals, Arun emphasizes the need for personalized approaches in both professional and personal contexts. This episode is a treasure trove of wisdom for anyone looking to achieve a harmonious blend of professional success and personal fulfillment.

Tax Is More Than Just Numbers with Arun Sachdev DWI-EP280

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— What if mastering the art of sales could significantly enhance your financial success and improve your work-life balance? Discover the transformative power of effective communication in the latest episode where we challenge the common negative perceptions of sales, especially in the UK, and contrast them with the pragmatic American approach. By distinguishing the value of a product from the salesperson's approach, we reveal how effective description and communication of a product’s or service’s worth can reshape client perceptions and enhance professional success. Learn why, for professionals like dentists, articulating the value of their services is just as important as delivering high-quality care. Explore the critical importance of communicating value in clinical dentistry and how it can lead to greater financial success. We discuss strategies for balancing professional expertise with the ability to effectively convey benefits to patients, ensuring services are fairly valued without overpromising. Dive into sustainable methods for maintaining or increasing income while reducing workdays, achieving a better work-life balance. We also delve into short-term financial strategies that can drastically improve your quality of life, offering actionable steps to enhance your income today, reduce stress, and provide more free time for family, charitable work, or simply relaxation. Tune in to learn how effective communication and strategic financial planning can lead to immediate and long-term satisfaction.

The One Thing You Should Know About Sales with Dr James Martin DWI-EP279

Want to become as tax efficient as possible? Connect with David here: <a href="https://www.dentistswhoinvest.com/david-hossein">https://www.dentistswhoinvest.com/david-hossein</a> ——————————————————————— You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— Unlock the secrets to maximizing your dental practice's financial efficiency with our returning guest, David Hossein. This episode of the Dentists Who Invest Podcast promises to clear up the murky waters surrounding holding companies, particularly for dentists. David breaks down the intricate differences between directly owning multiple companies and implementing a holding company structure. With his expert insights, we examine scenarios where a dentist might own both a dental practice and a property company, and how lending money between these entities can be tax-free under common control. Our conversation sheds light on the advantages and disadvantages of adding a holding company into the mix and stresses the need for meticulous planning to minimize future tax burdens. Navigate the complex world of tax strategies and discover the significant tax implications of owning a dental practice through a holding company. David delves into the substantial shareholding exemption, explaining how it allows for tax-free capital gains within the holding company while personal access to those funds triggers hefty dividend taxes. Compare this with the benefits of entrepreneur's relief when owning a practice personally. Finally, we discuss the potential impacts on capital gains and inheritance tax, summarizing the pros and cons of holding companies. This episode is a must-listen for dentists seeking to optimize their business structure and minimize tax liabilities—consulting with an accountant is crucial to making informed decisions.

David Hossein Want to become as tax efficient as possible navy

Is A Holding Company Right For Me? with David Hossein DWI-EP277

David Hossein Want to become as tax efficient as possible?

Need to review your Income Protection? Connect with Warren here: <a href="https://www.dentistswhoinvest.com/income-protection/">https://www.dentistswhoinvest.com/income-protection/</a> ——————————————————————— You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— Unlock the secrets to optimal income protection for dentists in this enlightening episode with Dr. James Martin and special guest Warren Robbins, an insurance advisor with a keen eye for detail. Discover how to secure the best deals on income protection policies, cutting through the fog of misleading lifetime cost estimates provided by insurers. Warren’s analytical approach, backed by his research science background, offers a clear path to understanding and comparing long-term costs effectively through a comprehensive spreadsheet tool. Understand the significance of choosing the right income protection insurance by focusing on critical aspects such as the "own occupation" definition. We dissect the value differences between higher premium policies from specialized insurers and more affordable options, revealing that most insurers now provide similar coverage. Avoid unnecessary branding costs and extra features as we demonstrate Warren’s detailed model designed to help you navigate the insurance landscape with confidence. Stay ahead with annual reviews of your income protection policy to ensure it remains aligned with your needs. Warren showcases his detailed spreadsheet model that compares premiums, cover amounts, and policy terms across various insurers, highlighting the significance of regular policy assessments. We invite you to input your details via a special link for a personalized protection review, ensuring you aren't over-insured. Join us as we promise more valuable insights and expert advice in future episodes, keeping you well-informed and financially secure.

Warren Robins Need to Review Your Income Protection

The Truth About Income Protection with Warren Robins DWI-EP276

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a> ——————————————————————— What if you could retire years earlier than you ever imagined? Join us on this eye-opening episode of the Dentistry Invest podcast as we sit down with Certified Financial Planner, Anick Sharma, who will reveal critical strategies to fast-track your retirement timeline. Through relatable analogies and practical insights, Anick delves into the significance of a well-structured financial plan and introduces a cash flow model that maps your financial journey over a lifetime. We then shift focus to the true essence of wealth and the psychological pitfalls of delaying happiness for future milestones. Sharing poignant stories, including a client who achieved financial success only to pass away shortly after, we underscore the importance of living fully in the present. Learn how strategic planning and gradual transitions into retirement can lead to a more fulfilling life, and why open financial discussions are key to breaking the stigma around money. Finally, we redefine what retirement and real happiness mean by balancing present enjoyment with future security. Drawing on George Kinder's life planning philosophy, we discuss aligning financial goals with personal fulfillment. Hear the transformative story of a senior executive who discovered she could have retired five years earlier, changing her life and relationship with her daughter. Stay tuned for a sneak peek into our next episode, where we'll tackle investing fallacies and assumptions with Anick.

How To Shave Years Off Your Retirement with Anick Sharma DWI-EP275

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— What if trimming your expenses could boost your dental practice's profitability more than increasing your revenue? We reconnect with Rida Alwan, a seasoned expert in reducing overheads for dental practices, to uncover the hidden power of cost management. From an astounding £18,000 saving on utility bills in Brighton to a 30% discount with major suppliers, Ridda shares game-changing case studies that demonstrate the significant impact of savvy expense management. We explore why focusing on expense reduction can often yield more substantial financial benefits than merely chasing higher revenue, and discuss the importance of efficient staffing, effective phone systems, and overall return on investment in various business components. Financial optimization is more than just a buzzword—it's a transformative strategy that can change the fortunes of a dental practice. Learn how small savings like competitive rates on card terminals through a referral system can accumulate into substantial financial gains. We also dive into the roles of consultants and business solution managers in guiding busy dentists toward fiscal efficiency. Rida underscores the profound benefits of financial education and passive income, sharing inspiring examples from successful practitioners. We wrap up with the top five impactful strategies for cost savings, highlighting the vital roles of reception staff, savvy supplier negotiations, utility management, handling staff holidays, and regular payroll reviews. Tune in to discover how incremental changes can lead to impressive financial growth over time.

How To Save A Fortune with Rida Alwan DWI-EP274

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— Can gold truly stand up to traditional investments like stocks, bonds, and real estate? Find out as John Doyle takes us through a riveting discussion that begins with an entrepreneurial tale from the Canadian gold rush, where a clever individual turned the frenzy into pie-selling profits. This sets the foundation for a nuanced analysis of gold’s viability as an investment, addressing common questions and cultural influences that shape investors’ decisions. Whether you’re pondering the future income streams from gold or its role in diversifying your portfolio, this episode promises valuable insights without pushing any particular agenda. Discover why gold has been a symbol of wealth and security for thousands of years. We explore its historical allure and practical uses, especially during times of global instability. Hear an incredible anecdote about a fund manager’s client who stored millions in gold in a Swiss airport locker for safekeeping. This episode also dives into the intricate relationship between gold prices and currency fluctuations, examining significant events like Brexit that have impacted gold returns across different currencies. We emphasize the importance of understanding these dynamics in making informed investment decisions, highlighting both local and global perspectives in financial planning. Finally, we compare long-term data on gold investment to stock market returns, revealing when gold has truly outperformed. We discuss the psychological resilience needed during market downturns and the speculative nature of gold ETFs compared to physical gold. Should you follow the "gold bugs" or consider the practicalities and risks involved in holding physical gold? This episode is all about making informed, conscious choices in your investment journey. Join us as we reflect on psychological factors, the role of gold in portfolio diversification, and the importance of not just following conventional wisdom.

Does Gold Have A Place In My Portfolio? with Jon Doyle DWI-EP273

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here &gt;&gt;&gt;&nbsp; <a href="https://www.dentistswhoinvest.com/podcastreport">dentistswhoinvest.com/podcastreport</a>——————————————————————— What if the key to unlocking your full potential lies not in relentless striving but in a profound mental shift? In our latest episode, we sit down with Tom, a clinical hypnotherapy expert and personal development coach, to uncover the journey from fear-driven success to a mindset of abundance and service. Discover how many of us start our paths fueled by survival instincts, leading to stress and burnout, and how we can transition to the sovereign archetype—living with ease, generosity, and a focus on legacy-building. Tom shares his wisdom on achieving sustainable success by caring for others and creating a truly supportive environment. Next, we explore the metaphor of a car's fuel to understand our motivations. Are you running on "dirty fuel" like anger or a need to prove yourself, or "clean fuel" driven by genuine aspirations to make a positive impact? Tom explains how athletes and business leaders use psychology to manage pressure and reprogram outdated beliefs. Learn the importance of aligning your beliefs, emotions, and environment with your goals to unlock your true potential. We also touch on gratitude, not just as a list-making exercise but as a way of life, highlighting how detoxifying negative emotions can clear the path to success. Finally, we focus on the misunderstood link between external achievements and internal happiness. Tom offers insights on eliminating limiting beliefs to smooth your journey to success, emphasizing the importance of being present and content in the moment. Through relatable stories, like overcoming fear during childbirth, we illustrate how our preconceived notions shape our experiences. Join us for an enlightening conversation that promises to inspire you to cultivate a fulfilling and impactful life.

The Dentists Who Invest Podcast